Filed March 24, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,912 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN PENSION ADVISORS LTD Service code 13 9265 COUNSELORS ROW STE 105 · INDIANAPOLIS, IN 46240 | Contract Administrator | $5,009 |
Service code 22 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,416 | $49,451+2.0% | $79,580-36.6% | $66,938-24.7% |
| Participation rate | 88.3% | 61.3%+26.9pp | 69.5%+18.8pp | 69.8%+18.5pp |
| Annual return | -14.24% | 84.25%-98.5pp | 0.15%-14.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $521 | $1,266-58.8% | $2,413-78.4% | $2,545-79.5% |
| Participant deferral / active EE | $5,178 | $3,159+63.9% | $3,985+29.9% | $4,238+22.2% |
| Admin fee / account holder | $281 | $595-52.7% | $6,835-95.9% | $594-52.6% |